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MLM vs. USLM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MLM vs. USLM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Martin Marietta Materials, Inc. (MLM) and United States Lime & Minerals, Inc. (USLM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MLM achieves a -15.44% return, which is significantly lower than USLM's -7.78% return. Over the past 10 years, MLM has underperformed USLM with an annualized return of 11.04%, while USLM has yielded a comparatively higher 25.55% annualized return.


MLM

1D
-2.75%
1M
-12.39%
6M
-19.24%
YTD
-15.44%
1Y
-8.64%
3Y*
5.63%
5Y*
8.31%
10Y*
11.04%
ALL TIME*
11.18%

USLM

1D
-2.33%
1M
2.60%
6M
-8.38%
YTD
-7.78%
1Y
11.63%
3Y*
39.62%
5Y*
32.25%
10Y*
25.55%
ALL TIME*
13.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$387.00M$344.59M$345.90M
$22.06M$19.99M$23.66M

MLM vs. USLM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MLM
Martin Marietta Materials, Inc.
-15.44%21.25%4.08%48.62%-22.73%56.11%2.57%64.18%-21.55%0.57%
USLM
United States Lime & Minerals, Inc.
-7.78%-9.59%188.91%64.34%9.84%13.69%27.15%35.03%-7.26%2.47%

Correlation

The correlation between MLM and USLM is 0.46, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.46

Correlation (3Y)
Balances recent behavior with more history.

0.45

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.43

Correlation (10Y)
Provides a long-term view across more market conditions.

0.36

Correlation (All Time)
Calculated using the full available price history since Feb 17, 1994

0.22

Over the past year, MLM and USLM have become more correlated (0.46) than their long-term average of 0.22, meaning their price movements have been converging.

Fundamentals

Market Cap

MLM:

$31.53B

USLM:

$3.16B

EPS

MLM:

$40.78

USLM:

$4.67

PE Ratio

MLM:

12.88

USLM:

23.60

PEG Ratio

MLM:

0.58

USLM:

0.61

PS Ratio

MLM:

4.74

USLM:

8.42

PB Ratio

MLM:

2.74

USLM:

4.56

Total Revenue (TTM)

MLM:

$6.69B

USLM:

$376.92M

Gross Profit (TTM)

MLM:

$1.89B

USLM:

$182.67M

EBITDA (TTM)

MLM:

$1.88B

USLM:

$188.40M

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Return for Risk

MLM vs. USLM — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MLM
MLM Risk / Return Rank: 3030
Overall Rank
MLM Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
MLM Sortino Ratio Rank: 2828
Sortino Ratio Rank
MLM Omega Ratio Rank: 2828
Omega Ratio Rank
MLM Calmar Ratio Rank: 3434
Calmar Ratio Rank
MLM Martin Ratio Rank: 3131
Martin Ratio Rank

USLM
USLM Risk / Return Rank: 5353
Overall Rank
USLM Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
USLM Sortino Ratio Rank: 5050
Sortino Ratio Rank
USLM Omega Ratio Rank: 5050
Omega Ratio Rank
USLM Calmar Ratio Rank: 5454
Calmar Ratio Rank
USLM Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MLM vs. USLM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Martin Marietta Materials, Inc. (MLM) and United States Lime & Minerals, Inc. (USLM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MLMUSLMDifference
Sharpe ratioReturn per unit of total volatility

-0.57

Sortino ratioReturn per unit of downside risk

-0.86

Omega ratioGain probability vs. loss probability

0.97

1.08

-0.11

Calmar ratioReturn relative to maximum drawdown

-0.32

0.37

-0.69

Martin ratioReturn relative to average drawdown

-0.71

0.78

-1.49

MLM vs. USLM - Sharpe Ratio Comparison

The current MLM Sharpe Ratio is -0.30, which is lower than the USLM Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of MLM and USLM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MLM vs. USLM - Drawdown Comparison

The maximum MLM drawdown since its inception was -63.73%, smaller than the maximum USLM drawdown of -77.09%. Use the drawdown chart below to compare losses from any high point for MLM and USLM.


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Drawdown Indicators


MLMUSLMDifference

Max Drawdown

Largest peak-to-trough decline

-63.73%

-77.09%

+13.36%

Max Drawdown (1Y)

Largest decline over 1 year

-25.64%

-30.06%

+4.42%

Max Drawdown (3Y)

Largest decline over 3 years

-26.78%

-45.87%

+19.09%

Max Drawdown (5Y)

Largest decline over 5 years

-32.75%

-45.87%

+13.12%

Max Drawdown (10Y)

Largest decline over 10 years

-48.34%

-45.87%

-2.47%

Current Drawdown

Current decline from peak

-25.64%

-29.71%

+4.07%

Average Drawdown

Average peak-to-trough decline

-21.64%

-27.37%

+5.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.58%

14.14%

-2.56%

Volatility

MLM vs. USLM - Volatility Comparison

The current volatility for Martin Marietta Materials, Inc. (MLM) is 10.38%, while United States Lime & Minerals, Inc. (USLM) has a volatility of 11.03%. This indicates that MLM experiences smaller price fluctuations and is considered to be less risky than USLM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MLMUSLMDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.38%

11.03%

-0.65%

Volatility (6M)

Calculated over the trailing 6-month period

23.05%

33.17%

-10.12%

Volatility (1Y)

Calculated over the trailing 1-year period

27.71%

41.49%

-13.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.03%

36.36%

-9.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.94%

36.59%

-5.65%

Dividends

MLM vs. USLM - Dividend Comparison

MLM's dividend yield for the trailing twelve months is around 0.63%, more than USLM's 0.22% yield.


PositionTTM20252024202320222021202020192018201720162015
MLM
Martin Marietta Materials, Inc.
0.63%0.52%0.59%0.56%0.75%0.54%0.79%0.74%1.07%0.78%0.74%1.17%
USLM
United States Lime & Minerals, Inc.
0.22%0.20%0.15%0.35%0.57%0.50%0.56%6.52%0.76%0.70%0.66%0.91%

Financials

MLM vs. USLM - Financials Comparison

This section allows you to compare key financial metrics between Martin Marietta Materials, Inc. and United States Lime & Minerals, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

MLM vs. USLM - Profitability Comparison

The chart below illustrates the profitability comparison between Martin Marietta Materials, Inc. and United States Lime & Minerals, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

MLM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Martin Marietta Materials, Inc. reported a gross profit of 495.00M and revenue of 1.95B. Therefore, the gross margin over that period was 25.4%.

USLM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, United States Lime & Minerals, Inc. reported a gross profit of 46.72M and revenue of 99.13M. Therefore, the gross margin over that period was 47.1%.

MLM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Martin Marietta Materials, Inc. reported an operating income of 379.00M and revenue of 1.95B, resulting in an operating margin of 19.5%.

USLM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, United States Lime & Minerals, Inc. reported an operating income of 40.66M and revenue of 99.13M, resulting in an operating margin of 41.0%.

MLM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Martin Marietta Materials, Inc. reported a net income of 256.00M and revenue of 1.95B, resulting in a net margin of 13.2%.

USLM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, United States Lime & Minerals, Inc. reported a net income of 34.51M and revenue of 99.13M, resulting in a net margin of 34.8%.


Frequently Asked Questions


MLM and USLM have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

USLM has higher volatility (11.03%) compared to MLM (10.38%). In terms of maximum drawdown, MLM dropped -63.73% vs USLM's -77.09%.

USLM currently has the higher Sharpe Ratio (0.28 vs -0.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for MLM and USLM

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